Relationship Support Manager Resume Samples
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Relationship Support Manager Resume Samples
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UH
U Homenick
Uriah
Homenick
269 Kelsi Common
Los Angeles
CA
+1 (555) 683 5939
269 Kelsi Common
Los Angeles
CA
Phone
p
+1 (555) 683 5939
Experience
Experience
New York, NY
Relationship Support Manager
New York, NY
Schmidt Inc
New York, NY
Relationship Support Manager
- Assisting a Relationship Director with relationship management and development, product knowledge, sales research and client acquisition
- Assist a Relationship Director with relationship management and development, product knowledge, sales research and client acquisition
- The incumbent will work closely with the RM and their complex BB customers by providing an exemplary relationship management service
- Assisting Relationship Director(s) with relationship management and development, product knowledge, sales research and client acquisition
- Assisting a Relationship Director with managing and developing the portfolio making sure that client satisfaction is at the forefront of all our interactions
- Owning, managing and resolving customer queries within agreed timescales, dealing with feedback effectively to improve our services
- Identify opportunities to improve our products and processes and service to customers
Phoenix, AZ
Corporate Relationship Support Manager
Phoenix, AZ
Eichmann Group
Phoenix, AZ
Corporate Relationship Support Manager
- Contributing to the team to support the delivery of income and growth
- Supporting implementation of changes and initiatives within the CBC in a timely manner
- This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring
- The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organisational standards are maintained and that the Banks policies and procedures are adhered to throughout the CBC in order to mitigate risk
- Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
- Awareness of the changing economic, social and regulatory environment in Canada
- The role is a key part of the CBC team and is responsible for supporting the S/CBMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
present
San Francisco, CA
Associate Corporate Relationship Support Manager
San Francisco, CA
Mitchell-Rice
present
San Francisco, CA
Associate Corporate Relationship Support Manager
present
- Assist in the development and maintain individual client plans in conjunction with the Relationship Manager
- Work effectively in partnership with other Corporate/CMB teams and product providers to deepen customer relationships and support/diversify revenue streams
- Establish strong relationships with key individuals in clients’ management teams
- Provide general support to the Relationship Manager in servicing client relationships and enhancing income generation
- Prepare briefing notes for Relationship Management team and senior management in advance of key client meetings
- Work effectively in partnership with other CMB teams and product providers
- Support change for strategic business sales / opportunities that significantly improve business performance
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Florida International University
Bachelor’s Degree in Business Administration
Skills
Skills
- Strong ‘team’ skills promoting an environment of co-operation and trust, overcoming resistance where encountered
- Strong interpersonal and multi-tasking skills and experience in managing internal stakeholders
- An in-depth knowledge of the current market, and emerging trends that may highlight areas for improvement, risks or opportunities for our customers
- The ability to analyse customers’ journeys and business events to provide authoritative advice and support
- Good prioritizing, organizational and time management abilities
- Strong interpersonal and multi-tasking skills
- Strong relationship building and interpersonal skills
- Knowledge of the credit application process and credit risk policies and procedures
- Good prioritising, organisational and time management abilities
- Ability to make decisions
8 Relationship Support Manager resume templates
Read our complete resume writing guides
1
Relationship Support Manager Resume Examples & Samples
- Credit Skills
- Branch based Corporate Bank products and services e.g. lending and deposits
- Group products and services used by Corporate Bank customers
- A good working knowledge of the credit application process and credit risk policy and procedures
- Proficient in use of internal computer systems including intranet, Email, Customer System, Portal and any other platform applications
- The Bank’s service standards (including Service Initiative, National Complaints Initiative, Code of Business and Personal Banking)
- Awareness of legislation affecting the Bank and customers (including Data Protection Act, Companies Act, Insolvency Act, Financial Services Act and confidentiality regulations)
- Proficient IT skills
- Undertaking or having completed Credit Skills Development or ifs School of Finance examinations, or equivalent, would be an advantage as the jobholder will be expected to complete CSD within 12 months of being in the role
2
Corporate Relationship Support Manager Resume Examples & Samples
- Contributing to the team to support the delivery of income and growth
- Supporting implementation of changes and initiatives within the CBC in a timely manner
- The role is a key part of the CBC team and is responsible for supporting the S/CBMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
- Awareness of the changing economic, social and regulatory environment in Canada
- BA in related discipline and 2-5 years of experience in related field OR MA and 1-3 years of experience in related field
- Proven track record in a client focussed environment
- Ideally, experience in the Commercial or Corporate Banking environment
- Strong prioritising, organisational and time management abilities
3
Associate Corporate Relationship Support Manager Resume Examples & Samples
- The role is a part of the front office team and supports the Rms in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
- Bachelor’s degree or minimum of 2 years of relevant work experience
- Motivated to develop skills and capabilities
- Possess interpersonal skills
4
Associate Corporate Relationship Support Manager Resume Examples & Samples
- Act as a point of contact for clients and internal HSBC colleagues, and effectively manage day-to-day requirements of the portfolio, in the absence of the Relationship Manage
- Establish strong relationships with key individuals in clients’ management teams
- Monitor income generation and effectively manage the financial reporting & analysis for the portfolio
- Assist in the development and maintain individual client plans in conjunction with the Relationship Manager
- Responsible for AML, KYC and other regulatory related responsibilities associated with Relationship Management
- Motivated self-starter who is able to work independently with limited guidance
- Ability to establish rapport with members of clients’ management teams
- Ability to maintain relationships with internal HSBC colleagues (across products and geographies)
- Strong client management and problem solving skills
- Good PC and Office skills (particularly Excel and PowerPoint)
- Experience applying Anti-Money Laundering, and Know Your Customer knowledge with large multinational corporates
- Knowledge of HSBC Group structures a plus
- Interpersonal and Personal Effectiveness
- Collaborate with colleagues across Global Banking to achieve the overall goal of Global Banking and specifically the Coverage Model
- Uphold the highest level of integrity and act as a role model for all HSBC values and business principles
- Share information, knowledge and ideas with the team
- Demonstrate a commitment to excellence and perform to the highest standards
5
Relationship Support Manager Resume Examples & Samples
- The role is a part of the front office team and is responsible for supporting the RMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
- Bachelor’s degree in a related discipline and 2-5 years of experience in a related field OR Master’s degree and 1-3 years of experience in a related field
- Ability to make decisions
- Good verbal and written communications skills
6
Associate Relationship Support Manager Resume Examples & Samples
- Appreciation of a client focussed environment
- Strong customer service and team skills
- Possess planning, organisation and time management abilities
7
Relationship Support Manager Resume Examples & Samples
- As member of the sales support team, be a primary point of contact for a portfolio of Global Corporate clients dealing with a range of requests in Relationship Directors (RDs) absence
- Support RDs in all areas of management & development of the portfolio in order to generate sustainable income and manage risk
- Play a key role in ensuring all client information is accurate and kept up to date, including sales leads and pipeline information
- Work with KYC team to obtain all relevant KYC documentation
- Support RDs to identify the needs of clients/prospects and work with business partners to provide and execute solutions (cross selling) as necessary
- Handle client issues and any problems arising which can cause client dissatisfaction and takes quick action to address them. Ensure client complaints are handled effectively and within Barclays’ policy and complaint handling targets
- Support RDs with completion of client plans, credit and business reviews and all other documents required for internal supervisory and governance
- Assist RDs with product knowledge, sales research, relationship development and research into solutions to meet customers’ needs using market and industry information
- Ensure compliance with all policies and standards as identified in the Enterprise Risk Management Framework (ERMF)
8
International Subsidiary Banking Relationship Support Manager Resume Examples & Samples
- The role is a key part of the ISB team and is responsible for supporting the SCBMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
- The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organizational standards are maintained and that the Banks policies and procedures are adhered to throughout the ISB in order to mitigate risk
- University degree (bachelors) or equivalent
- Minimum experience of 5 years
- Comprehensive understanding of needs based sales analysis
- Excellent product knowledge
- Expert use and knowledge of CRM sales tools
- Proven sales skills in a customer driven environment
- Previous relationship management experience
- Ability to deliver creative and flexible customer solutions
- Strong credit, written and verbal communication skills
- Strong negotiation, financial, analytical, decision making and interpersonal skills
9
Relationship Support Manager Resume Examples & Samples
- Assist a Relationship Director with relationship management and development, product knowledge, sales research and client acquisition
- Interpret the diverse needs of our customers and working with various business partners to provide tailored solutions
- Ensure all customer information is accurate, up-to-date and easily accessible
- Build relationships with key stakeholders across the business
- Identify opportunities to improve our products and processes and service to customers
- Experience in a control and rigour environment, including risk management
- Strong interpersonal, organisational and multi-tasking skills
- Experience in managing internal stakeholders
- Strong customer service skills – putting the client at the heart of what you do
- An understanding of corporate banking products and services
- Knowledge of the credit application process and credit risk policies and procedures
10
Relationship Support Manager Resume Examples & Samples
- Assisting a Relationship Director with managing and developing the portfolio making sure that client satisfaction is at the forefront of all our interactions
- Understanding and interpreting the diverse needs of our customers, working with various business partners to provide tailored solutions, which help our clients’ grow in the right way
- Ensuring all control, rigour and risk management processes and procedures are compliantly adhered to
- Identifying opportunities to improve our products, processes and services to our customers
- Strong relationship building and interpersonal skills
11
ISB Associate Corporate Relationship Support Manager Resume Examples & Samples
- Manage workloads on the development and creation of credit papers and associated requirements
- Manage operational tasks as required
- Ensure timely and accurate maintenance of customer information
- Appreciation of a client focused environment
- Minimum of 2-3 years’ experience in the Commercial or Corporate Banking environment
12
Relationship Support Manager Resume Examples & Samples
- Assisting a Relationship Director with relationship management and development, product knowledge, sales research and client acquisition
- Ensuring all customer information is accurate, up-to-date and easily accessible
- Identifying opportunities to improve our products and processes and service to customers
- A key interest in corporate finance and progressing into relationship management
- Strong interpersonal and multi-tasking skills
13
Relationship Support Manager Non-bank Financial Institutions Resume Examples & Samples
- Interpreting the diverse needs of our customers and working with various business partners to provide tailored solutions
- Building relationships with key stakeholders across the business
- Experience in a control and rigour sales environment including risk management
- Strong interpersonal and multi-tasking skills and the ability to manage internal stakeholders
- An understanding of corporate and investment banking products and services
- Full or partial Credit Skill Development or School of Finance completed examination preferred
14
Relationship Support Manager Resume Examples & Samples
- Contributing to sustainable growth in our small-business customer base by providing detailed business reviews, enabling a deeper understanding of business issues and opportunities
- Going above and beyond, by identifying our customers’ needs and offering solutions that are right for them
- The ability to analyse customers’ journeys and business events to provide authoritative advice and support
- An understanding of using appropriate digital and social media tools to support the growth of small businesses
15
Associate Corporate Relationship Support Manager Resume Examples & Samples
- Support the Large Corporate strategy in country
- Support understanding and delivery of Commercial Banking (CMB) and Large Corporate Banking priorities
- Work effectively in partnership with other CMB teams and product providers
- Support senior managers by cross-pollinating sales best practices across and between regions, along with leading/participating in local/regional/global initiatives that result in higher returns
- Support change for strategic business sales / opportunities that significantly improve business performance
16
Direct Relationship Support Manager Resume Examples & Samples
- Processing documents received via post, fax and e-mail, ensuring items are correctly allocated to workflow systems within the service level agreements
- Responding to servicing requests received from clients, as well as those from other business areas and third parties
- Working closely with the rest of the team providing mutual support by training, coaching and sharing knowledge and best practices
- Actively identifying opportunities for clients to transfer their servicing needs to more efficient and cost effective self-serve channels
- Servicing clients in line with current processes to ensure requests are actioned right first time
- Excellent planning and organisation know-how, and an eye for detail
- Experience in risk management
- Management and leadership skills, including a background in people development
- The ability to communicate and influence colleagues effectively
- Commercial effectiveness, with a client and customer driven focus
- Interview: If your application is progressed, we'll invite you to attend a face-to-face interview. We want you to be free to choose an interview time that suits you, so we'll provide some options and ask you to select your preferred timeslot
- Outcome: We will keep you updated throughout the process. If you attend an interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome
17
Relationship Support Manager Resume Examples & Samples
- Assisting Relationship Director(s) with relationship management and development, product knowledge, sales research and client acquisition
- Developing and maintaining contacts with specialists in other areas of the business and supporting the Relationship Director in joint meetings
- Ensuring a robust customer contact strategy is in place and is reviewed regularly with the Relationship Director
- Proactively identifying opportunities to cross sell and provide solutions to customer’s needs. Tracking and driving these opportunities forward, to ensure all sales opportunities are complete
- Taking ownership of ensuring correct fees and margins are charged
- Supporting Risk with managing the evaluation and execution of transactions (where applicable)
- Strong interpersonal and multi-tasking skills and experience in managing internal stakeholders
- An understanding of corporate banking products and services such as lending and deposits, as well as knowledge of the credit application process and credit risk policies
- Commercial effectiveness, including client and customer focus and commerciality
- Full or partial Credit Skill Development (CSD) or School of Finance completed examination preferred, as the jobholder will be expected to complete CSD within 12 months of starting
18
Relationship Support Manager Resume Examples & Samples
- Interpreting the diverse needs of our clients and working with various business partners to provide tailored solutions
- Ensuring all client information is accurate, up-to-date and easily accessible
- Identifying opportunities to improve our products, processes and service to clients
- An understanding of Corporate Banking products and services
- Online Assessment: We'll then ask you to complete an online assessment exercise which we will send to you via email. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles, but they'll also provide you with some insight into what our roles entail
19
Regulatory Relationship Support Manager Resume Examples & Samples
- Supports the management of regulatory activities and interactions at Citizens Bank
- Supports multiple complex regulatory priorities and assists with departmental initiatives as needed
- Supports Regulatory Relationship Managers with presentations, reporting and meeting notes
- 3-5 years experience in a large commercial bank and/or regulatory agency
- 1-3 years experience in audit, compliance, risk, regulatory relations or regulatory agency, or some combination thereof
- Strong relationship building and communication skills
- Demonstrated experience drafting clear and effective communications
- Comfort working across divisions, with internal and external stakeholders and with senior management. Able to support multiple stakeholders
- Advanced skills in creating high-impact presentations for all audiences (executive/senior management, regulators, training, etc.) including the ability to represent content concisely through charts and graphics for enhanced visual impact
- Able to learn systems and applications quickly; proficient in Microsoft Office suite including Visio and SharePoint
20
Associate Corporate Relationship Support Manager Resume Examples & Samples
- Prepare appropriate analysis, proposals and presentations to prospective customers
- Support the RM with third party liaison, including discussions with external lawyers and valuers
- Work closely with Service Delivery and co-ordinate the end-to-end credit process, review their deliverables and resolve issues
- Monitor credit risk including concern lists and credit control reports, and analyse management information
- Ensure consistent application of Group Policy and adhere to regulatory, financial, and legal standards to minimise business and reputational risks
- Minimum of 2-5 years’ experience in the Commercial or Corporate Banking environment
